J.P. Morgan Private Wealth Advisors’s SolarWinds Corporation Common Stock SWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,179
| Closed | -$176K | – | 1818 |
|
|
2020
Q4 | $176K | Sell |
11,179
-494
| -4% | -$7.78K | ﹤0.01% | 1658 |
|
|
2020
Q3 | $250K | Buy |
11,673
+1,018
| +10% | +$21.8K | ﹤0.01% | 1428 |
|
|
2020
Q2 | $199K | Buy |
10,655
+70
| +0.7% | +$1.31K | ﹤0.01% | 1464 |
|
|
2020
Q1 | $175K | Buy |
+10,585
| New | +$175K | ﹤0.01% | 1314 |
|